Long & Short of Markets: Saurabh Mukherjea's tip on which stocks to buy in an inflationary environment

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NEW DELHI: Inflation is a double-edged sword as it is a driver of growth but also creeps into the cost of companies with soaring raw material prices. In such a scenario, the competitive advantage lies with companies that can pass on the price hike to consumers. Read more on companies which can sustain margins during cost inflation, realty sector’s new blessing, RIL’s journey from old ‘oil’ to new ‘oil’ and more in this week’s edition of ‘Long & Short of Markets’.

Secret of sailing through cost inflation

In a rising cost inflation environment, a dominant market share can prove to be very crucial in sustaining margins. Market expert Saurabh Mukherjea says in such soaring cost inflation periods, a company’s dominant market presence can give it the advantage of pricing power. He gives the example of Alkyl Amines to prove his point. READ MORE

Confidence booster

Despite soaring PE multiples, the market seems to feel that valuations are not stretched. Market veteran Hiren Ved opines that the confidence to go higher despite sky-high valuations is coming from strong multi-year earnings growth outlook and a low interest rate environment. READ MORE

Realty’s new blessing!

Real estate is a sector with long cyclicals where market players need to do constant capex to remain in the upcycle. One of the barriers for the industry is sourcing capital. Borrowing from unofficial markets and NBFCs is always expensive. Now this model is changing for good with the inflow of private equity money into the industry, believes market veteran Hiren Ved. READ MORE

Rich PE doesn’t matter for select IT cos?

When the topline of a company is growing, PE multiples aren’t as important, says Chakri Lokapriya of TCG AMC. Taking the example of Infosys, he says that at 17-18% revenue growth the company’s revenue will double in 4-5 years. READ MORE

RIL’s journey from old ‘oil’ to new ‘oil’

Reliance Industries is in the phase of metamorphosis. The company is making its best efforts to stay relevant going ahead by tapping into the ‘new oil’. By creating gigafactories for battery storage and solar power, the oil-to-telecom major is investing aggressively in silicon and hydrogen for energy storage and carriers. READ MORE

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